The hottest photovoltaic market in China has been

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China's photovoltaic market has been dormant for a long time, and there are opportunities in the decline

for the photovoltaic industry that has been dormant for a long time, the opportunities are falling

last Friday, the photovoltaic sector of China concept stocks listed in the United States swayed and fell all the way. LDK, Jingao solar, Yingli Green energy, Trinasolar, Yuhui sunshine, Suntech Power and other industry leaders fell by 3% to 6%

however, just as the photovoltaic industry has experienced a decline for more than a year, there are also voices of overseas enterprises optimistic about the Chinese market and the news that some industry giants are close to mergers and acquisitions. This has to make people face up to the opportunities in the decline again

Panasonic recently announced that it is planning to put solar photovoltaic cells into the Chinese photovoltaic market, mainly including oxidation, electrophoretic coating, fluorocarbon coating, powder coating, wood grain transfer printing and other processes. Sony, Samsung and other home appliance enterprises have also released similar investment plans

"the proportion of consumer electronics business in the overall business will decline in the future." After the acquisition of Sanyo Electric, Panasonic's latest action in business transformation in China was exposed - giving full play to Sanyo's advantages in the field of solar energy and lithium batteries, gradually expanding the proportion of green products in sales, and it is estimated to achieve the target of 30% sales share by 2018, and put solar photovoltaic cells into the Chinese photovoltaic market as soon as possible

a few days ago, overseas media analyzed that the photovoltaic industry may rebound before the end of the year, and at present, the valuation of these leading enterprises is very low, or they have fallen out of the opportunity

Ceramic particles are easy to repair

data show that the global investment in this industry will continue to grow steadily this year. The installed capacity of the United States exceeded 506 megawatts in the first quarter of this year, setting a new high in the off-season of the unified quarter

at the same time, there is no doubt that Japan will increase its investment in the development of photovoltaic in the future, regardless of the resistance of all parties to restart nuclear energy. A few days ago, Japan officially implemented the renewable energy purchase system, requiring power companies to purchase electricity from enterprises that use solar, wind and geothermal energy to generate electricity at the price set by the government within a specified period of time. According to the regulations of the Japanese government, the purchase price of solar power is 42 yen/kWh

in addition, Saudi Arabia is also a big growth point. The most important advantage of Saudi Arabia is the continuous availability of capital and new materials. It is expected that the total installed capacity will reach 41 GW by 2032

in China, the "golden sun" demonstration project led by the government is expected to expand next year, with a total scale of more than 1% this year. Add 1 on the basis of 7 GW. 2 GW

specific to the A-share market, some institutions believe that in the future, we need to focus on national industrial policies, photovoltaic field construction, and opportunities for localization of photovoltaic modules. Long term optimistic about the healthy development trend of the global photovoltaic market, maintain the industry "recommended" investment rating. Undervaluation and more stabilization signals in the market may lead to a wave of mergers and acquisitions or privatization in China's solar industry before the end of the year. Zhonghua glass () Department

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